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NRGY.TO vs. ^SPTSX60
Performance
Return for Risk
Drawdowns
Volatility

Performance

NRGY.TO vs. ^SPTSX60 - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Global X Equal Weight Canadian Oil & Gas Index ETF (NRGY.TO) and S&P/TSX 60 Index (^SPTSX60). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NRGY.TO achieves a 39.10% return, which is significantly higher than ^SPTSX60's 10.45% return.


NRGY.TO

1D
0.76%
1M
3.37%
YTD
39.10%
6M
34.76%
1Y
56.60%
3Y*
5Y*
10Y*

^SPTSX60

1D
1.24%
1M
4.91%
YTD
10.45%
6M
11.02%
1Y
30.60%
3Y*
19.71%
5Y*
11.37%
10Y*
9.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NRGY.TO vs. ^SPTSX60 - Yearly Performance Comparison


2026 (YTD)20252024
NRGY.TO
Global X Equal Weight Canadian Oil & Gas Index ETF
39.10%14.36%-3.17%
^SPTSX60
S&P/TSX 60 Index
10.45%25.48%-0.26%

Correlation

The correlation between NRGY.TO and ^SPTSX60 is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.05

Correlation (All Time)
Calculated using the full available price history since Nov 8, 2024

0.24

The correlation between NRGY.TO and ^SPTSX60 shifts across timeframes, from 0.05 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

NRGY.TO vs. ^SPTSX60 — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NRGY.TO
NRGY.TO Risk / Return Rank: 9191
Overall Rank
NRGY.TO Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
NRGY.TO Sortino Ratio Rank: 9191
Sortino Ratio Rank
NRGY.TO Omega Ratio Rank: 9090
Omega Ratio Rank
NRGY.TO Calmar Ratio Rank: 9191
Calmar Ratio Rank
NRGY.TO Martin Ratio Rank: 8989
Martin Ratio Rank

^SPTSX60
^SPTSX60 Risk / Return Rank: 8989
Overall Rank
^SPTSX60 Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
^SPTSX60 Sortino Ratio Rank: 8888
Sortino Ratio Rank
^SPTSX60 Omega Ratio Rank: 8888
Omega Ratio Rank
^SPTSX60 Calmar Ratio Rank: 9090
Calmar Ratio Rank
^SPTSX60 Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NRGY.TO vs. ^SPTSX60 - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Equal Weight Canadian Oil & Gas Index ETF (NRGY.TO) and S&P/TSX 60 Index (^SPTSX60). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


NRGY.TO^SPTSX60Difference
Sharpe ratioReturn per unit of total volatility

+0.77

Sortino ratioReturn per unit of downside risk

+0.74

Omega ratioGain probability vs. loss probability

1.58

1.47

+0.10

Calmar ratioReturn relative to maximum drawdown

5.99

3.97

+2.02

Martin ratioReturn relative to average drawdown

19.75

17.90

+1.85

NRGY.TO vs. ^SPTSX60 - Sharpe Ratio Comparison

The current NRGY.TO Sharpe Ratio is 3.39, which is comparable to the ^SPTSX60 Sharpe Ratio of 2.62. The chart below compares the historical Sharpe Ratios of NRGY.TO and ^SPTSX60, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


NRGY.TO^SPTSX60Difference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.39

2.62

+0.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.90

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.63

Sharpe Ratio (All Time)

Calculated using the full available price history

1.63

0.36

+1.27

Drawdowns

NRGY.TO vs. ^SPTSX60 - Drawdown Comparison

The maximum NRGY.TO drawdown since its inception was -16.59%, smaller than the maximum ^SPTSX60 drawdown of -54.11%. Use the drawdown chart below to compare losses from any high point for NRGY.TO and ^SPTSX60.


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Drawdown Indicators


NRGY.TO^SPTSX60Difference

Max Drawdown

Largest peak-to-trough decline

-16.59%

-54.11%

+37.52%

Max Drawdown (1Y)

Largest decline over 1 year

-9.49%

-7.74%

-1.75%

Max Drawdown (3Y)

Largest decline over 3 years

-12.84%

Max Drawdown (5Y)

Largest decline over 5 years

-17.78%

Max Drawdown (10Y)

Largest decline over 10 years

-35.73%

Current Drawdown

Current decline from peak

-1.87%

0.00%

-1.87%

Average Drawdown

Average peak-to-trough decline

-3.55%

-13.88%

+10.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.87%

1.71%

+1.16%

Volatility

NRGY.TO vs. ^SPTSX60 - Volatility Comparison

Global X Equal Weight Canadian Oil & Gas Index ETF (NRGY.TO) has a higher volatility of 6.98% compared to S&P/TSX 60 Index (^SPTSX60) at 3.41%. This indicates that NRGY.TO's price experiences larger fluctuations and is considered to be riskier than ^SPTSX60 based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NRGY.TO^SPTSX60Difference

Volatility (1M)

Calculated over the trailing 1-month period

6.98%

3.41%

+3.57%

Volatility (6M)

Calculated over the trailing 6-month period

14.37%

9.38%

+4.99%

Volatility (1Y)

Calculated over the trailing 1-year period

16.86%

11.77%

+5.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.51%

12.76%

+6.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.51%

15.11%

+4.40%

Frequently Asked Questions


NRGY.TO and ^SPTSX60 have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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